There's been a lot of back and forth - and I mean a lot - over whether Apple (AAPL) will indeed have a 'super cycle' come late 2017. The expectation is there will be a lot of pent up demand for the new iPhone that is speculated to have an organic light emitting diode (OLED) screen, facial recognition and several other bells and whistles. Again...all speculation at this time, but that said, we own shares of Universal Display (OLED) in the Trifecta portfolio as well as Applied Materials (AMAT) as a way to play ramping organic light emitting diode demand and industry capacity.